Cedar Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Cedar Wealth Management’s Portfolio XMLV Stock Details XMLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-128	Closed	-$7K	–	375
2021 Q3	$7K	Sell	128 -1,799	-93%	-$97.6K	﹤0.01%	240
2021 Q2	$103K	Hold	1,927	–	–	0.05%	135
2021 Q1	$101K	Buy	1,927 +5	+0.3%	+$252	0.05%	125
2020 Q4	$93K	Buy	1,922 +3	+0.2%	+$135	0.05%	113
2020 Q3	$80K	Buy	1,919 +9	+0.5%	+$383	0.05%	114
2020 Q2	$79K	Buy	1,910 +13	+0.7%	+$537	0.05%	111
2020 Q1	$76K	Buy	+1,897	New	+$94.3K	0.05%	110

Other funds holding XMLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cedar Wealth Management's XMLV Position: Q4 2021 in Review

Cedar Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2021, closing a stake of 128 shares — an estimated $7K sold.

Cedar Wealth Management first reported a position in XMLV in Q1 2020 and held it in 7 quarters. The position peaked at $103K in Q2 2021. 206 funds tracked by Wall St. Rank hold XMLV as of Q4 2021.

Cedar Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
Cedar Wealth Management sold 128 Invesco S&P MidCap Low Volatility ETF shares in Q4 2021, an estimated $7K.
Cedar Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2020 and held it in 7 quarters.
Cedar Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $103K in Q2 2021.
206 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2021.

Based on Cedar Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.